Compare · 2 funds side by side · dividends reinvested

PBP and SPY

PBPInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

PBP and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 BuyWrite ETFIncome · Covered calls0.29%11.72%+7.6%+12.2%+13.8%+7.0%−5.2%8.3%$394M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PBP 2007 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 BuyWrite ETF · $394M$14,047

PBP

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 99.5% in common

PBPMeasureSPY

+7.6%Year to dateJan 1 → Nov 5+8.3%

+12.2%1 yearTotal return+9.7%

+13.8%3 years · per year$10,000 became $14,719 · $18,174+22.0%

+7.0%5 years · per year$10,000 became $14,047 · $17,099+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

11.72%Trailing 12-mo yield$1,172 · $103 a year on $10k1.03%

−5.2%Worst dropSmaller is better−8.9%

8.3%VolatilityLower is calmer13.6%

PBPSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PBP vs SPY: Top 5 Holdings

Today

PBP

28.0%in top 5

SPY

in top 527.7%

PBPStockSPY

7.8%AAPL7.7%

7.4%NVDA7.3%

6.3%MSFT6.2%

4.0%AMZN3.9%

2.6%GOOGL2.6%

Held in common99.5%

End-of-day Nov 5, 2026 · share of each fund

PBP vs SPY Returns, Every Period

InvescoPBP

+7.0%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

PBPSPYFaded: behind in that period

1–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: PBP vs SPY

YTD

InvescoPBP

+7.6%

SPYSPDR

+8.3%

+7.6%Year to date+8.3%

−5.2%Worst drop · 1Y−8.9%

8.3%Volatility · 1Y13.6%

11.7%Yield1.0%

$394MAssets$819B

3–1PBP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PBP, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

PBP0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PBP, SPY

11.72%highest, PBP

FundTrailing yieldYield$10k

PBP11.72%$1,172

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,143most kept, PBP

PBP$1,172 − $29 = $1,143

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PBP, SPY

Today

99.5%most shared, PBP and SPY

PBPSPY

PBP—99.5%

SPY99.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%PBP, at 8.3% volatility

PBPWorst drop−5.2%8.3% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PBPSPY

+7.6%Year to date+8.3%

11.7%Yield1.0%

+12.2%Past year+9.7%

0.29%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026